The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
Estimated average burden
hours per response: 23.8
COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
AAC TECHNOLOGIES H ADR 000304105 3,685 649,083 SH   SOLE   649,083 0 0
ABB LIMITED ADR 000375204 3,215 160,532 SH   SOLE   160,532 0 0
ABIOMED INC COM 003654100 59,196 227,247 SH   SOLE   227,247 0 0
ACUITY BRANDS, INC. COM 00508Y102 10,348 75,037 SH   SOLE   75,037 0 0
ADECCO GROUP AG ADR 006754204 4,197 139,534 SH   SOLE   139,534 0 0
ADVANCED MICRO DEVICES, INC. COM 007903107 55,709 1,834,351 SH   SOLE   1,834,351 0 0
AEROJET ROCKETDYNE HLDGS INC COM 007800105 25,710 574,258 SH   SOLE   574,258 0 0
AFLAC INCORPORATED COM 001055102 18,938 345,524 SH   SOLE   345,524 0 0
AGCO CORPORATION COM 001084102 13,686 176,438 SH   SOLE   176,438 0 0
AGNC INVESTMENT CORP REIT 00123Q104 152,513 9,067,334 SH   SOLE   9,067,334 0 0
AGNICO EAGLE MINES LTD COM 008474108 13,352 260,572 SH   SOLE   260,572 0 0
AIR LIQUIDE S.A.(L') ADR 009126202 2,509 89,534 SH   SOLE   89,534 0 0
ALASKA AIR GROUP, INC. COM 011659109 33,206 519,568 SH   SOLE   519,568 0 0
ALBANY INTERNATIONAL CORP. COM 012348108 9,623 116,063 SH   SOLE   116,063 0 0
ALBEMARLE CORP COM 012653101 12,966 184,152 SH   SOLE   184,152 0 0
ALLIANZ SOCIETAS EUROPAEA-SE ADR 018805101 19,553 809,888 SH   SOLE   809,888 0 0
ALLISON TRANSMISSION HOLDINGS INC COM 01973R101 6,537 141,031 SH   SOLE   141,031 0 0
AMBARELLA INC COM G037AX101 5,251 118,992 SH   SOLE   118,992 0 0
AMERICAN EAGLE OUTFITTER COM 02553E106 16,990 1,005,306 SH   SOLE   1,005,306 0 0
AMERICAN WATER WOR COM 030420103 41,283 355,885 SH   SOLE   355,885 0 0
AMN HEALTHCARE SVS COM 001744101 9,209 169,747 SH   SOLE   169,747 0 0
ANALOG DEVICES INC. COM 032654105 21,372 189,347 SH   SOLE   189,347 0 0
ARCH CAPITAL GROUP LTD. COM G0450A105 33,069 891,841 SH   SOLE   891,841 0 0
ARISTA NETWORKS INC COM 040413106 53,648 206,641 SH   SOLE   206,641 0 0
ASPEN TECHNOLOGY, INC. COM 045327103 17,304 139,234 SH   SOLE   139,234 0 0
ASTELLAS PHARMA INC. ADR 04623U102 4,385 307,783 SH   SOLE   307,783 0 0
ASTRONICS CORP COM 046433108 8,787 218,472 SH   SOLE   218,472 0 0
ATMOS ENERGY CORPORATION COM 049560105 71,415 676,538 SH   SOLE   676,538 0 0
ATOS SE ADR 04962A105 226 13,479 SH   SOLE   13,479 0 0
AVALONBAY COMMUNITIES, INC. REIT 053484101 48,088 236,676 SH   SOLE   236,676 0 0
AXA ADR 054536107 3,526 134,041 SH   SOLE   134,041 0 0
AXOS FINANCIAL INC COM 05465C100 5,706 209,382 SH   SOLE   209,382 0 0
BALCHEM CORP COM 057665200 9,407 94,096 SH   SOLE   94,096 0 0
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. ADR 05946K101 3,308 594,913 SH   SOLE   594,913 0 0
BANCOLOMBIA S.A. ADR 05968L102 17,772 348,205 SH   SOLE   348,205 0 0
BASF SE ADR 055262505 2,720 149,443 SH   SOLE   149,443 0 0
BHP GROUP LTD ADR 088606108 18,811 323,711 SH   SOLE   323,711 0 0
BIOMARIN PHARMACEUTICAL INC. COM 09061G101 9,975 116,463 SH   SOLE   116,463 0 0
BIOTELEMETRY INC COM 090672106 10,052 208,760 SH   SOLE   208,760 0 0
BLUCORA, INC. COM 095229100 6,335 208,607 SH   SOLE   208,607 0 0
BNP PARIBAS ADR 05565A202 3,109 130,743 SH   SOLE   130,743 0 0
BRIT AMER TOBACCO ADR 110448107 2,947 84,508 SH   SOLE   84,508 0 0
BROWN & BROWN INC COM 115236101 8,409 251,000 SH   SOLE   251,000 0 0
BRUKER CORPORATION COM 116794108 14,186 284,003 SH   SOLE   284,003 0 0
BWX TECHNOLOGIES INC COM 05605H100 32,505 623,902 SH   SOLE   623,902 0 0
CAMBREX CORP COM 132011107 6,644 141,929 SH   SOLE   141,929 0 0
CARBONITE INC COM 141337105 9,475 363,868 SH   SOLE   363,868 0 0
CARETRUST REIT INC REIT 14174T107 5,768 242,567 SH   SOLE   242,567 0 0
CARPENTER TECHNOLOGY CORPORATION COM 144285103 2,963 61,745 SH   SOLE   61,745 0 0
CASEYS GEN STORES COM 147528103 38,499 246,804 SH   SOLE   246,804 0 0
CENTENE CORPORATION COM 15135B101 72,925 1,390,635 SH   SOLE   1,390,635 0 0
CF INDUSTRIES HOLDINGS, INC. COM 125269100 27,488 588,487 SH   SOLE   588,487 0 0
CHART INDUSTRIES INC COM 16115Q308 8,620 112,119 SH   SOLE   112,119 0 0
CHEESECAKE FACTORY COM 163072101 5,568 127,353 SH   SOLE   127,353 0 0
CMS ENERGY CORPORATION COM 125896100 87,346 1,508,302 SH   SOLE   1,508,302 0 0
CNO FINANCIAL GROUP, INC. COM 12621E103 4,593 275,330 SH   SOLE   275,330 0 0
COCA-COLA HBC AG ADR 191223205 2,906 73,548 SH   SOLE   73,548 0 0
COHEN & STEERS INC COM 19247A100 10,136 197,039 SH   SOLE   197,039 0 0
COMERICA INCORPORATED COM 200340107 13,688 188,440 SH   SOLE   188,440 0 0
COMPASS GROUP PLC ADR 20449X401 3,402 141,654 SH   SOLE   141,654 0 0
CONTINENTAL AG ADR 210771200 3,866 264,739 SH   SOLE   264,739 0 0
COPART INC COM 217204106 14,902 199,380 SH   SOLE   199,380 0 0
CORE LABORATORIES COM N22717107 4,231 80,926 SH   SOLE   80,926 0 0
COUSINS PROPERTIES INCORPORATED REIT 222795502 39,547 1,093,367 SH   SOLE   1,093,367 0 0
CRACKER BARREL OLD COM 22410J106 7,280 42,643 SH   SOLE   42,643 0 0
CREDICORP COM G2519Y108 19,391 84,709 SH   SOLE   84,709 0 0
CSL ADR 12637N204 3,349 44,392 SH   SOLE   44,392 0 0
D.R. HORTON, INC. COM 23331A109 31,494 730,208 SH   SOLE   730,208 0 0
DARDEN RESTAURANTS, INC. COM 237194105 32,849 269,852 SH   SOLE   269,852 0 0
DASSAULT SYSTEMES ADR 237545108 1,826 11,427 SH   SOLE   11,427 0 0
DAVE & BUSTER'S ENTERTAINMENT INC COM 238337109 6,005 148,380 SH   SOLE   148,380 0 0
DESCARTES SYS GROUP INC COM 249906108 7,374 199,556 SH   SOLE   199,556 0 0
DIAGEO PLC ADR 25243Q205 16,013 92,926 SH   SOLE   92,926 0 0
DIAMONDBACK ENERGY INC COM 25278X109 22,695 208,270 SH   SOLE   208,270 0 0
DNB ASA ADR 23328E106 3,822 205,337 SH   SOLE   205,337 0 0
DXC TECHNOLOGY COMPANY COM 23355L106 32,153 583,014 SH   SOLE   583,014 0 0
DYCOM INDUSTRIES, INC. COM 267475101 16,538 280,916 SH   SOLE   280,916 0 0
EAGLE MATERIALS INC. COM 26969P108 41,927 452,290 SH   SOLE   452,290 0 0
EAGLE PHARMACEUTICALS INC COM 269796108 5,502 98,810 SH   SOLE   98,810 0 0
EBAY INC. COM 278642103 43,674 1,105,671 SH   SOLE   1,105,671 0 0
EDWARDS LIFESCIENCES CORPORATION COM 28176E108 17,985 97,351 SH   SOLE   97,351 0 0
ENBRIDGE INC COM 29250N105 11,957 331,402 SH   SOLE   331,402 0 0
ENCANA CORP COM 292505104 18,658 3,636,991 SH   SOLE   3,636,991 0 0
ENTEGRIS INC COM 29362U104 7,017 188,027 SH   SOLE   188,027 0 0
ENVESTNET INC COM 29404K106 9,783 143,083 SH   SOLE   143,083 0 0
EPLUS INC COM 294268107 5,857 84,956 SH   SOLE   84,956 0 0
EPR PROPERTIES REIT 26884U109 55,138 739,215 SH   SOLE   739,215 0 0
ESSITY AKTIEBOLAG (PUBL) ADR 29729L102 3,313 107,695 SH   SOLE   107,695 0 0
EVERCORE INC COM 29977A105 43,796 494,478 SH   SOLE   494,478 0 0
EVEREST RE GROUP COM G3223R108 48,411 195,855 SH   SOLE   195,855 0 0
EXPEDIA GROUP INC COM 30212P303 18,871 141,853 SH   SOLE   141,853 0 0
FABRINET COM G3323L100 7,500 150,990 SH   SOLE   150,990 0 0
FANUC CORPORATION ADR 307305102 2,173 117,479 SH   SOLE   117,479 0 0
FIRST HORIZON NATIONAL CORPORATION COM 320517105 30,711 2,056,988 SH   SOLE   2,056,988 0 0
FLOOR AND DECOR HOLDING INCORPORATION COM 339750101 45,286 1,080,811 SH   SOLE   1,080,811 0 0
FRESENIUS SE & CO. KGAA ADR 35804M105 3,909 287,979 SH   SOLE   287,979 0 0
G-III APPAREL GP COM 36237H101 4,939 167,886 SH   SOLE   167,886 0 0
GENOMIC HEALTH INC COM 37244C101 6,356 109,268 SH   SOLE   109,268 0 0
GILDAN ACTIVEWEAR INC COM 375916103 224 5,783 SH   SOLE   5,783 0 0
GIVAUDAN SA ADR 37636P108 3,039 53,763 SH   SOLE   53,763 0 0
GPO FIN BANORTE ADR 40052P107 4,512 155,496 SH   SOLE   155,496 0 0
GRAINGER W W INC COM 384802104 12,215 45,541 SH   SOLE   45,541 0 0
GREEN DOT CORP COM 39304D102 5,248 107,325 SH   SOLE   107,325 0 0
GREENSKY INC COM 39572G100 2,698 219,497 SH   SOLE   219,497 0 0
HARRIS CORPORATION COM 502431109 52,427 277,200 SH   SOLE   277,200 0 0
HEALTHCARE REALTY TRUST INCORPORATED REIT 421946104 25,163 803,425 SH   SOLE   803,425 0 0
HEALTHCARE SERVICE COM 421906108 5,640 186,024 SH   SOLE   186,024 0 0
HEALTHEQUITY INC COM 42226A107 7,535 115,210 SH   SOLE   115,210 0 0
HENKEL AG & CO. KGAA ADR 42550U208 16,735 683,342 SH   SOLE   683,342 0 0
HEXCEL CORPORATION COM 428291108 31,772 392,827 SH   SOLE   392,827 0 0
HILLTOP HOLDINGS INC COM 432748101 4,801 225,699 SH   SOLE   225,699 0 0
HILTON GRAND VACATIONS INC COM 43283X105 17,344 545,051 SH   SOLE   545,051 0 0
HMS HOLDINGS CORP COM 40425J101 7,288 225,021 SH   SOLE   225,021 0 0
HOST HOTELS & RESORTS INC REIT 44107P104 70,248 3,855,543 SH   SOLE   3,855,543 0 0
HUMANA INC. COM 444859102 21,016 79,217 SH   SOLE   79,217 0 0
HUNTINGTON INGALLS INDUSTRIES, INC. COM 446413106 19,551 86,993 SH   SOLE   86,993 0 0
HUNTSMAN CORPORATION COM 447011107 22,388 1,095,299 SH   SOLE   1,095,299 0 0
IAC INTERACTIVECORP COM 44919P508 27,722 127,439 SH   SOLE   127,439 0 0
ICU MEDICAL INC COM 44930G107 13,613 54,038 SH   SOLE   54,038 0 0
II-VI INCORPORATED COM 902104108 9,614 262,966 SH   SOLE   262,966 0 0
IMPERIAL OIL LTD COM 453038408 2,634 95,208 SH   SOLE   95,208 0 0
IMPINJ INC COM 453204109 4,189 146,365 SH   SOLE   146,365 0 0
INPHI CORP COM 45772F107 5,817 116,105 SH   SOLE   116,105 0 0
INSPERITY INC COM 45778Q107 15,234 124,727 SH   SOLE   124,727 0 0
INSTALLED BUILDING PRODUCTS INC COM 45780R101 7,775 131,298 SH   SOLE   131,298 0 0
IONIS PHARMACEUTICALS, INC. COM 462222100 5,212 81,088 SH   SOLE   81,088 0 0
IROBOT CORP COM 462726100 6,279 68,517 SH   SOLE   68,517 0 0
J2 GLOBAL, INC. COM 48123V102 11,641 130,965 SH   SOLE   130,965 0 0
JACK HENRY & ASSOC COM 426281101 11,423 85,294 SH   SOLE   85,294 0 0
JAZZ PHARMACEUTICALS PLC COM G50871105 12,990 91,123 SH   SOLE   91,123 0 0
JETBLUE AIRWAYS CORPORATION COM 477143101 32,652 1,765,927 SH   SOLE   1,765,927 0 0
JGC CORP ADR 466140100 3,133 114,191 SH   SOLE   114,191 0 0
KEYSIGHT TECHNOLOGIES, INC. COM 49338L103 18,089 201,418 SH   SOLE   201,418 0 0
KIRBY CORP COM 497266106 5,880 74,432 SH   SOLE   74,432 0 0
KIRKLAND LAKE GO COM 49741E100 64,072 1,492,823 SH   SOLE   1,492,823 0 0
KOMATSU LTD ADR 500458401 3,613 149,700 SH   SOLE   149,700 0 0
KOSE CORPORATION ADR 500679105 213 6,339 SH   SOLE   6,339 0 0
KUBOTA CORP ADR 501173207 2,922 35,114 SH   SOLE   35,114 0 0
L'OREAL S.A. ADR 502117203 2,472 43,335 SH   SOLE   43,335 0 0
LAMAR ADVERTISING COMPANY REIT 512816109 18,446 228,549 SH   SOLE   228,549 0 0
LEAR CORPORATION COM 521865204 24,301 174,487 SH   SOLE   174,487 0 0
LENDINGTREE INC COM 52603B107 27,793 66,169 SH   SOLE   66,169 0 0
LGI HOMES INC COM 50187T106 7,540 105,558 SH   SOLE   105,558 0 0
LHC GROUP INC COM 50187A107 11,908 99,580 SH   SOLE   99,580 0 0
LINCOLN NATIONAL CORPORATION COM 534187109 19,413 301,209 SH   SOLE   301,209 0 0
LINDBLAD EXPEDITIONS HLDGS INC COM 535219109 5,736 319,537 SH   SOLE   319,537 0 0
LIVE NATION ENTERTAINMENT, INC. COM 538034109 14,407 217,458 SH   SOLE   217,458 0 0
LULULEMON ATHLETIC COM 550021109 26,936 149,471 SH   SOLE   149,471 0 0
MADISON SQUARE GARDEN CO COM 55825T103 35,253 125,931 SH   SOLE   125,931 0 0
MARSH & MCLENNAN COMPANIES, INC. COM 571748102 93,139 933,724 SH   SOLE   933,724 0 0
MARTIN MARIETTA MATERIALS INC COM 573284106 30,858 134,103 SH   SOLE   134,103 0 0
MASCO CORPORATION COM 574599106 20,030 510,446 SH   SOLE   510,446 0 0
MASIMO CORPORATION COM 574795100 34,653 232,854 SH   SOLE   232,854 0 0
MATCH GROUP, INC. COM 57665R106 18,032 268,061 SH   SOLE   268,061 0 0
MEDPACE HOLDINGS INC. COM 58506Q109 6,949 106,217 SH   SOLE   106,217 0 0
METTLER-TOLEDO INTERNATIONAL INC COM 592688105 18,619 22,165 SH   SOLE   22,165 0 0
MID-AMERICA APARTMENT COMMUNITIES, INC. REIT 59522J103 73,509 624,230 SH   SOLE   624,230 0 0
MOLINA HEALTHCARE, INC. COM 60855R100 31,450 219,718 SH   SOLE   219,718 0 0
MONRO INC COM 610236101 14,716 172,516 SH   SOLE   172,516 0 0
MOODYS CORP COM 615369105 20,846 106,732 SH   SOLE   106,732 0 0
MTN GROUP LTD ADR 62474M108 1,947 257,153 SH   SOLE   257,153 0 0
MUNICH REINSURANCE ADR 626188106 3,025 120,373 SH   SOLE   120,373 0 0
NESTLE SA/AG ADR 641069406 15,836 152,783 SH   SOLE   152,783 0 0
NEWMONT GOLDCORP CORPORATION COM 651639106 26,016 676,256 SH   SOLE   676,256 0 0
NITTO ELECTRIC INDUSTRIAL CO ADR 654802206 2,634 106,731 SH   SOLE   106,731 0 0
NOVARTIS AG ADR 66987V109 15,759 172,587 SH   SOLE   172,587 0 0
NOVO NORDISK A/S ADR 670100205 17,348 339,890 SH   SOLE   339,890 0 0
OMEGA HEALTHCARE INVESTORS, INC. REIT 681936100 37,159 1,011,131 SH   SOLE   1,011,131 0 0
OMNICELL INC COM 68213N109 16,891 196,336 SH   SOLE   196,336 0 0
ON SEMICONDUCTOR CORP. COM 682189105 16,648 823,740 SH   SOLE   823,740 0 0
ONE GAS, INC. COM 68235P108 51,025 565,066 SH   SOLE   565,066 0 0
OREILLY AUTOMOTIVE, INC. COM 67103H107 12,758 34,545 SH   SOLE   34,545 0 0
ORIX CORPORATION ADR 686330101 4,180 55,821 SH   SOLE   55,821 0 0
OWENS CORNING COM 690742101 17,004 292,169 SH   SOLE   292,169 0 0
PALO ALTO NETWORKS INC COM 697435105 12,840 63,013 SH   SOLE   63,013 0 0
PARSLEY ENERGY INC COM 701877102 15,712 826,532 SH   SOLE   826,532 0 0
PATTERSON UTI ENEG COM 703481101 19,988 1,736,564 SH   SOLE   1,736,564 0 0
PAYCHEX INC COM 704326107 15,890 193,097 SH   SOLE   193,097 0 0
PBF ENERGY INC COM 69318G106 22,222 709,976 SH   SOLE   709,976 0 0
PEGASYSTEMS INC COM 705573103 11,269 158,247 SH   SOLE   158,247 0 0
PERFORMANCE FOOD GROUP COMPANY COM 71377A103 10,160 253,808 SH   SOLE   253,808 0 0
PERSIMMON ADR 715318101 306 6,015 SH   SOLE   6,015 0 0
PETMED EXPRESS INC COM 716382106 2,079 132,699 SH   SOLE   132,699 0 0
PIONEER NATURAL RESOURCES COMPANY COM 723787107 14,689 95,472 SH   SOLE   95,472 0 0
PLEXUS CORP COM 729132100 6,124 104,910 SH   SOLE   104,910 0 0
PORTLAND GENERAL ELECTRIC COMPANY COM 736508847 35,612 657,412 SH   SOLE   657,412 0 0
POWER INTEGRATIONS COM 739276103 7,523 93,822 SH   SOLE   93,822 0 0
PRA GROUP INC COM 69354N106 4,113 146,167 SH   SOLE   146,167 0 0
PRA HEALTH SCIENCES INC COM 69354M108 10,061 101,477 SH   SOLE   101,477 0 0
PROOFPOINT, INC. COM 743424103 32,102 266,959 SH   SOLE   266,959 0 0
PROTO LABS INC COM 743713109 11,858 102,207 SH   SOLE   102,207 0 0
PRUDENTIAL PLC ADR 74435K204 17,479 398,882 SH   SOLE   398,882 0 0
PULTE GROUP INC COM 745867101 28,221 892,505 SH   SOLE   892,505 0 0
QTS REALTY TRUST INC REIT 74736A103 4,507 97,602 SH   SOLE   97,602 0 0
QUALYS INC COM 74758T303 7,055 81,014 SH   SOLE   81,014 0 0
RADIANT LOGISTICS COM 75025X100 3,397 553,288 SH   SOLE   553,288 0 0
RALPH LAUREN CORPORATION COM 751212101 7,776 68,456 SH   SOLE   68,456 0 0
RBS CITIZENS FINANCIAL GROUP INC COM 174610105 53,520 1,513,582 SH   SOLE   1,513,582 0 0
REALPAGE INC COM 75606N109 19,182 325,946 SH   SOLE   325,946 0 0
RECKITT BENCK GRP ADR 756255204 3,141 198,590 SH   SOLE   198,590 0 0
ROBERT HALF INTL COM 770323103 11,072 194,208 SH   SOLE   194,208 0 0
ROCHE HOLDINGS AG ADR 771195104 3,651 103,699 SH   SOLE   103,699 0 0
ROSS STORES INC COM 778296103 41,416 417,840 SH   SOLE   417,840 0 0
ROYAL CARIBBEAN CRUISES LTD. COM V7780T103 24,538 202,439 SH   SOLE   202,439 0 0
ROYAL DUTCH SHELL PLC ADR 780259107 16,259 247,330 SH   SOLE   247,330 0 0
RYANAIR HOLDINGS PLC ADR 783513203 19,014 296,449 SH   SOLE   296,449 0 0
SANDVIK A/B ADR 800212201 3,900 212,125 SH   SOLE   212,125 0 0
SAP SE ADR 803054204 13,718 100,276 SH   SOLE   100,276 0 0
SCIENCE APPLICATNS INTL CP NEW COM 808625107 18,086 208,940 SH   SOLE   208,940 0 0
SEMTECH CORPORATION COM 816850101 11,928 248,237 SH   SOLE   248,237 0 0
SERVICENOW INC COM 81762P102 56,045 204,120 SH   SOLE   204,120 0 0
SIEMENS AG ADR 826197501 2,756 46,274 SH   SOLE   46,274 0 0
SINGAPORE TELECOMMUNICATIONS ADR 82929R304 4,869 188,201 SH   SOLE   188,201 0 0
SOUTHWEST AIRLINES CO. COM 844741108 9,968 196,301 SH   SOLE   196,301 0 0
SPIRIT AIRLINES COM 848577102 43,012 901,161 SH   SOLE   901,161 0 0
SPLUNK INC COM 848637104 75,499 600,392 SH   SOLE   600,392 0 0
SPRINT CORPORATION COM 85207U105 17,383 2,645,784 SH   SOLE   2,645,784 0 0
STONERIDGE INC. COM 86183P102 6,946 220,148 SH   SOLE   220,148 0 0
SUPERNUS PHARMACEUTICALS, INC COM 868459108 21,816 659,281 SH   SOLE   659,281 0 0
SYNOVUS FINANCIAL CORP. COM 87161C501 8,723 249,215 SH   SOLE   249,215 0 0
SYSMEX CORP ADR 87184P109 2,397 73,508 SH   SOLE   73,508 0 0
SYSTEMAX INC COM 871851101 5,925 267,369 SH   SOLE   267,369 0 0
TAIWAN SEMICONDUCTOR MANUFACTURING CO. ADR 874039100 5,114 130,550 SH   SOLE   130,550 0 0
TAPESTRY INC COM 876030107 2,854 89,935 SH   SOLE   89,935 0 0
TELEDYNE TECHNOLOGIES INC COM 879360105 14,421 52,655 SH   SOLE   52,655 0 0
TELEFLEX INCORPORATED COM 879369106 23,353 70,522 SH   SOLE   70,522 0 0
TEXTRON INC. COM 883203101 20,116 379,265 SH   SOLE   379,265 0 0
THE HANOVER INSURANCE GROUP, INC. COM 410867105 19,335 150,705 SH   SOLE   150,705 0 0
THE HARTFORD FINANCIAL SERVICES GROUP, INC. COM 416515104 12,484 224,050 SH   SOLE   224,050 0 0
THE TIMKEN COMPANY COM 887389104 31,383 611,287 SH   SOLE   611,287 0 0
THOR INDUSTRIES COM 885160101 28,254 483,386 SH   SOLE   483,386 0 0
TOKYO ELECTRON LTD ADR 889110102 3,568 101,709 SH   SOLE   101,709 0 0
TOTAL S.A. ADR 89151E109 3,801 68,136 SH   SOLE   68,136 0 0
TPI COMPOSITES INC COM 87266J104 5,949 240,636 SH   SOLE   240,636 0 0
TRACTOR SUPPLY CO COM 892356106 23,508 216,070 SH   SOLE   216,070 0 0
TURKIYE GARANTI BANKASI A.S. ADR 900148701 9,060 5,759,726 SH   SOLE   5,759,726 0 0
TWITTER INC COM 90184L102 18,441 528,405 SH   SOLE   528,405 0 0
TYSON FOODS, INC. COM 902494103 20,437 253,127 SH   SOLE   253,127 0 0
ULTA BEAUTY INC COM 90384S303 30,587 88,174 SH   SOLE   88,174 0 0
UMPQUA HOLDINGS CO COM 904214103 15,472 932,591 SH   SOLE   932,591 0 0
UNICHARM CORP ADR 90460M204 154 25,529 SH   SOLE   25,529 0 0
UNITED OVERSEAS BANK LIMITED ADR 911271302 2,356 60,988 SH   SOLE   60,988 0 0
UNITED RENTALS, INC. COM 911363109 64,728 488,035 SH   SOLE   488,035 0 0
UNIVERSAL DISPLAY COM 91347P105 14,135 75,160 SH   SOLE   75,160 0 0
US PHYSICAL THERAP COM 90337L108 12,917 105,386 SH   SOLE   105,386 0 0
VAIL RESORTS, INC. COM 91879Q109 16,402 73,491 SH   SOLE   73,491 0 0
VALERO ENERGY CORPORATION COM 91913Y100 52,201 609,759 SH   SOLE   609,759 0 0
VAREX IMAGING CORPORATION COM 92214X106 4,667 152,280 SH   SOLE   152,280 0 0
VERINT SYSTEMS INC COM 92343X100 5,589 103,916 SH   SOLE   103,916 0 0
VIRTUSA CORP COM 92827P102 6,156 138,554 SH   SOLE   138,554 0 0
VOLKSWAGEN AKTIENGESELLSCHAFT ADR 928662600 4,552 264,425 SH   SOLE   264,425 0 0
VOYA FINANCIAL INC COM 929089100 68,987 1,247,501 SH   SOLE   1,247,501 0 0
VULCAN MATERIALS COMPANY COM 929160109 32,451 236,336 SH   SOLE   236,336 0 0
W.R. BERKLEY CORPORATION COM 084423102 43,418 658,549 SH   SOLE   658,549 0 0
WAL-MART DE MEXICO ADR 93114W107 15,115 554,288 SH   SOLE   554,288 0 0
WEC ENERGY GROUP INCORPORATION COM 92939U106 141,084 1,692,263 SH   SOLE   1,692,263 0 0
WESTLAKE CHEMICAL CORPORATION COM 960413102 29,802 429,052 SH   SOLE   429,052 0 0
WHITE MOUNTNS INSU COM G9618E107 24,673 24,155 SH   SOLE   24,155 0 0
WOODSIDE PETROLEUM LTD. ADR 980228308 2,687 105,289 SH   SOLE   105,289 0 0
WORKDAY INC COM 98138H101 30,453 148,131 SH   SOLE   148,131 0 0
WPP PLC ADR 92937A102 3,658 58,139 SH   SOLE   58,139 0 0
WPX ENERGY INC COM 98212B103 4,377 380,300 SH   SOLE   380,300 0 0
XCEL ENERGY INC COM 98389B100 117,067 1,967,843 SH   SOLE   1,967,843 0 0
XILINX INC. COM 983919101 16,993 144,108 SH   SOLE   144,108 0 0
XYLEM, INC. COM 98419M100 39,803 475,883 SH   SOLE   475,883 0 0
ZEBRA TECHNOLOGIES CORPORATION COM 989207105 32,594 155,589 SH   SOLE   155,589 0 0